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20121108
20121116
Search Results 0 to 18 of about 19 (some duplicates have been removed)
at stimulating the economy of the people's republic. but it seems like very few people in the west have noticed. i have to tell you, our big industrial stocks, they're trading at valuations that assume a depressed chinese economy, one that's not going to get any better. look, that's just wrong. it's not empirical. it's not rigorous. we just got some data overnight which showed that china's exports have climbed to a five-month high. that is not something you see from an economy that is about to crash and burn, is it? i'm not saying that china is fabulous and should be jumping for joy because of the state of their economic climate. but i am saying that the chinese negatives seem to be priced into all things china related. the chinese economy, i think, is in the process of bottoming. and based on what's been happening, i think it will have the kind of gentle, soft landing that very few investors, particularly the short sellers, are expecting. in other words, china is far from great. it's a heck of a lot better than the vast majority of people think. a lot of that is thanks to the chinese governmen
stop any economy in it's tracks. [ sound of train ] >> i mind why we aren't pummeled instead of being unchanged like yesterday is because there are factors that need to be flushed out on this show. ones that explain why things aren't going the intuitive way. i find this hope somewhat incredible. given the terrible track record of congress and the president. and the huge goal between the parts. after all, if you are president oba obama, you believe the election is over and your campaign received a ringing endorsement. but if you are a republican a, u have to believe that those republicans that do not want to rise above politics are banks on massive declines in spending to wreck the economy f. if you are a republican, in permanent campaign mode, i'm sure one of your advisers going off the fiscal cliff might be the best thing in terms of the election. worse, if you are a democrat, you might think the defense spending cuts could be coming and you might think that is good. there is a sense that those who want to stimy the president are going to be targeted by other politicians and yes, the
economy has hurt sales. this is a trade down play. a weak economy is supposed to help sales. we also hear from walmart, gap, and target. and these three have been on a tear. can we continue? i think the storm might impact how well they're doing and i fear these stocks are all too high. maybe you sell some wednesday? on the other hand, the stock of ross stores has been horrendous already. maybe that one can bounce on thursday morning. i do think it's cheap and it has great growth. friday morning foot locker reports. as foot locker goes so goes nike. we have the goldman sachs industrial conference that starts monday. we think that china is turning. how much? how soon? we'll find out next week. tuesday's best buy. they're having an analyst day and this one should be down right comical. company is challenged everywhere. previous management wants to buy the company back, amazon. then we get the credit suisse. we will get the best of the best at this conference which is the biggest of the year for that sector. it also tells you what is big in the pharma pipe. and humana has an investor day next
what is infuriating. it's all about to work. our economy was at last about to take off after a slow recovery from the great recession. >> you wouldn't know that from the average. yet, the economy, the economy was about to bust out and washington snuffed it. we had it in hand, we had to turn housing with home builders, and we had to turn to booming order from boeing. and banks were getting their balance, and oil and gas industry started booming and opportunities for new petrochemicals hiring tens of thousands of people strongest in years. people, it was all come together. and now washington's crushing it. best of all, people are starting to get hired again. all those industries are just mentioned were growing, all of them looked like a real good year to expand. business people are in retreat, and their leaders, many of whom speak to me, are done hiring. and they want to fire, cutback, so she saw the chaos from capital coming and did the right thing for shareholders, when the right thing not that long ago was to hire, not fire. washington with its sickening inability to compromise wre
economy and i hope we continue that way. >> i'm glad we got to talk about safety cleans last time you were on. we didn't get to it last time because there's so much going on with sandy. congratulations on a fabulous quarter. i knew you would deliver. chairman and ceo of clean harbors. >> thanks so much, jim. >> guys, look. there are certain stories. we bring them to you last week. stocks at 50 goes to 59. do you want to chase up nine? when this stock comes in, think about the opportunities they have. most stocks do not have their expertise or opportunity. >> announcer: coming up, election correction. the market obliterated anything romney related today. but stick around. cramer is rummaging through the romney rubble to find you diamonds in the rough. in america today we're running to compete on the global stage. what we need are people prepared for the careers of our new economy. by 2025, we could have 20 million jobs without enough college graduates to fill them. that's why at devry university, we're teaming up with companies like cisco to help make sure everyone's ready with the know how
the gloves. you've got the -- >> you don't cut back on the painkiller when the economy is bad, do you? >> no. no. >> it's not safe, right? >> absolutely not. what you need here is when the economy is bad and the stock market goes down, extra shot of this, only administered through the dentist but not through the veterinarian. >> then the newer products. everyone knows when we had the flu, although this year the flu is not that bad apparently. >> well, it's not that bad also because a lot more of american population are taking the flu vaccine. we have tremendous prevention. having said that, one of the areas that henry schein built our reputation on is the notion of a sepsis control. in the late '80s when this became important and aids started appearing, we came out with handbooks for doctors and dentists explaining how they can add sterilization to their office. that is still the backbone of henry schein. >> whether we think about the runaway health care costs, there are not many companies that do much to help. you do. you cut costs. >> well, our goal is twofold. one is our goal is to insure
go over the fiscal cliff a weak economy could damage cvs's business. could we just stipulate that the pharmacy business is the last place you stop shopping in a slowdown? i'm not going to some cheaper toothpaste. i'm not going to forgo toothpas toothpaste. i'm not going to lighten up on the medicine. i think the stock is already beginning to overcompensate for the looming cliff. one of my absolute favorites. of the cliches that we've been using, i've been going with looming cliff today. oh, and we heard after the bell that warren buffett's berkshire hathaway sold its cvs stake back in september, which even though it was before all the good news could weigh on the stock tomorrow. second, cvs's stock has been hurt because of bad results of some of its competitors. on the pharmacy benefit management side, express scripts reported an absolutely dismal quarter. talk about a party pooper. what are these, titanium balloons? anyway, that made people worry about caremark. on the pharmacy side walgreen's reported disappointing numbers. people are extrapolating from walgreen's and expre
administration recognizes the low value of natural gas to our economy and i hope we continue that way. >> i'm glad we got to talk about safety cleans last time you were on. we didn't get to it last time because there's so much going on with sandy. congratulations on a fabulous quarter. i knew you would deliver. chairman and ceo of clean harbors. >> thanks so much, jim. >> guys, look. there are certain stories. we bring them to you last week. stocks at 50 goes to 59. do you want to chase up nine? when this stock comes in, think about the opportunities they have. most stocks do not have their expertise or opportunity. >> announcer: coming up, election correction. the market obliterated anything romney related today. but stick around. cramer is rummaging through the romney rubble to find you diamonds in the rough. [ female announcer ] over every holiday season your mouth has been sipping, snacking, yellowing. nutcracking, gift stacking, yellowing. mistletoe'ing, ho ho ho'ing, yellowing. and every holiday season, your teeth have been yellowing. fact is if you're not whitening, you're yellowing.
for the careers of our new economy. by 2025 we could have 20 million jobs without enough college graduates to fill them. that's why at devry university, we're teaming up with companies like cisco to help make sure everyone's ready with the know how we need for a new tomorrow. [ male announcer ] make sure america's ready. make sure you're ready. at devry.edu/knowhow. ♪ ♪ ♪ ♪ [ male announcer ] don't just reject convention. drown it out. introducing the all-new 2013 lexus ls f sport. an entirely new pursuit. oh, hey mike. what are you up to? oh, just diagramming this accident with my state farm pocket agent app. you can also get a quote and pay your premium with this thing. i thought state farm didn't have all those apps? where did you hear that? the internet. and you believed it? yeah. they can't put anything on the internet that isn't true. where did you hear that? [ both ] the internet. oh look. here comes my date. i met him on the internet. he's a french model. uh, bonjour. [ male announcer ] state farm. more mobile than ever. get to a better state. you know, one job or the other. the mo
Search Results 0 to 18 of about 19 (some duplicates have been removed)